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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
126
D.J. St. Germain
Massachusetts
$6.57M -$420K -4,402 -6%
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$6.53M +$2.41M +25,284 +59%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.3M -$312K -3,266 -5%
PEAK6
129
PEAK6
Illinois
$6.29M +$6.29M +65,876 New
AF
130
Avanza Fonder
Sweden
$6.18M +$266K +1,900 +4%
Ameriprise
131
Ameriprise
Minnesota
$5.97M +$69.7K +613 +1%
ZBNA
132
Zions Bancorporation, National Association
Utah
$5.84M +$5.84M +61,130 New
GIBU
133
Gulf International Bank (UK)
United Kingdom
$5.76M +$5.55M +40,403 +2,695%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$5.67M -$5.83K -61 -0.1%
M&T Bank
135
M&T Bank
New York
$5.58M -$99.8K -1,045 -2%
AllianceBernstein
136
AllianceBernstein
Tennessee
$5.52M +$312K +3,269 +6%
PIC
137
PCJ Investment Counsel
Ontario, Canada
$5.43M +$1.23M +12,830 +29%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$5.34M +$12.1K +127 +0.2%
NB
139
Northwest Bancshares
Pennsylvania
$5.31M -$111K -1,163 -2%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$5.27M -$50K -524 -0.9%
O
141
Ossiam
France
$5.01M -$110K -1,147 -2%
DIA
142
Dana Investment Advisors
Wisconsin
$4.99M -$90.7K -950 -2%
BPA
143
Beacon Pointe Advisors
California
$4.98M -$2.29K -24 -0%
RBC
144
Romano Brothers & Co
Illinois
$4.91M -$47.8K -500 -1%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$4.89M +$1.43M +15,004 +41%
Grantham, Mayo, Van Otterloo & Co (GMO)
146
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.85M +$611K +6,398 +14%
Mariner
147
Mariner
Kansas
$4.74M -$48.7K -510 -1%
Creative Planning
148
Creative Planning
Kansas
$4.71M +$316K +3,304 +7%
Allianz Asset Management
149
Allianz Asset Management
Germany
$4.62M +$192K +2,009 +4%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$4.51M -$430K -4,500 -9%
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